|
⚲
|
| Brent Forrest & Associates LLC
✚
| |
|---|---|
| CRD # | 126266 |
| SEC # | 801-72638 |
| CIK # | |
| AUM | $505.8 MM (2024-08-02) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 210-530-9599 |
| Address | 366 W Sunset Rd San Antonio, TX 78209 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 363 | 283.1 |
| (b) Individuals (high net worth individuals) | 110 | 222.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,454 | 505.8 |
| By Discretionary | ||
| Discretionary | 1,454 | 505.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,454 | 505.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 505.8 | |
| Total | 1,454 | 505.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Koesten Hirschmann & Crabtree Inc
✚
|
KS | 0.5 |
|
High Falls Advisors Inc
✚
|
NY | 0.5 |
|
Source Financial Advisors LLC
✚
|
NY | 0.5 |
|
Wilsey Asset Management Incorporated
✚
|
CA | 0.5 |
|
West Financial Advisors LLC
✚
|
IA | 0.5 |
|
von Borstel & Associates Inc
✚
|
OR | 0.5 |
|
Matthew Goff Investment Advisor LLC
✚
|
TX | 0.5 |
|
Reliant Wealth Planning LLC
✚
|
KY | 0.5 |
|
Total Clarity Wealth Management Inc
✚
|
IL | 0.5 |
|
Sequoia Wealth Management LLC
✚
|
IL | 0.5 |